Meet our newest CFP®

congrats
Share on linkedin
Share on facebook
Share on twitter
Share on email

We’d like to give Karl a shout out and hearty congratulations on recently becoming a Certified Financial Planner or CFP®. This is a postgraduate, international designation and the result of a lot of hard work and study and then needing to pass a killer exam with a high failure rate. We couldn’t be happier for Karl and our clients couldn’t be in better hands.

In less positive news, astoundingly, the government has decided that we don’t already have enough paperwork and compliance obligations. Post July 1st, there are now additional documents that will need to be signed by every investment client, every year. We are finalising how this can be implemented as smoothly as possible for clients.

Lockdown update Well, here we go again and this time we’re playing the “Delta Blues”. While it is frustrating to go into lockdown again due to our fearless leaders vaccine ‘strollout’, the good news is that it is business as usual.

We have seamlessly moved into our respective ‘branch offices’ with technology, computers and phones allowing us to still function normally and remain connected, but safe. We will of course need to use Zoom or Facetime for meetings, but we are all used to this by now. There are some upsides though. My dog Freckles is very happy with me working from home. Just don’t call me from 3:30 – 4:00pm. SHE has decided that’s run time!

More insider tips

Stay up to date and in the know

Saige Financial Planning Pty Ltd and its advisers are Authorised Representatives of BD Financial Advisory Pty Ltd AFSL 502401 ABN 34 621 612 548. Please read our Financial Services Guide and consider our privacy policy. Any information on this website is general advice only and does not take into account any person’s objectives, financial situation or needs. Please consider your own circumstances and consider whether the advice is right for you before making a decision. Always obtain a Product Disclosure Document (if applicable) to understand the full implications and risks relating to the product and consider the Statement before making any decision about whether to acquire the financial product.

Liability limited by a scheme approved under Professional Standards Legislation.

Thank you for subscribing!

To confirm your email address, we have sent an email to you. You need to click the link in the email so we can complete your subscription.